Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,163 | $52,580-82.6% | $71,671-87.2% | $70,126-86.9% |
| Participation rate | 47.5% | 60.9%-13.4pp | 68.7%-21.3pp | 69.5%-22.1pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,214 | $2,386-49.1% | $3,438-64.7% | $3,332-63.6% |
| Admin fee / account holder | $91 | $3,653-97.5% | $5,558-98.4% | $4,645-98.0% |